Thoughtful, Values' Based Planning for Peace of Mind

Life is constantly changing. Financial events are driven by the death of a loved one, retirement, divorce, sale of a business or a career change or downsizing. The CSR Wealth team has over 35 years in the industry and we have developed a process to help guide you in this time of your life. Have a look at the topics listed, we are honored to help you with solutions for your specific situation.

What would you like to learn more about?

• Tax Planning Checklist
• Deductibility of Investment Counsel Fees
• Employee Stock Options
• Employee Stock Options with Cash-out Rights
• Equity Monetization
• Farmers & Taxes - Capital Gains Exemption
• Income Splitting
• Interest Deductibility
• Personal Tax Strategies
• Principal Residence Exemption
• Registered Education Savings Plan - RESP
• Spousal Loans
• Tax Free Savings Account - TFSA
• Tax Loss Selling
• Advanced Tax Loss Selling
• Taxes on Death

• Critical Illness
• Estate Bond
• Estate Preservation
• Executive Top up for Disability
• Family Wealth Transfer Plan
• Insured Annuity
• Insured Annuity - Corporate
• Insuring Your Children
• Insuring What Matters the Most
• Key Person Insurance
• Long Term Care Insurance
• Modular Benefit Plans
• Topping up your Group Insurance Coverage

• Estate Planning Checklist
• Estate Record Keeper
• Cottage Succession
• Being an Executor
• Dying Without a Will
• Estate Conflicts
• Estate Freeze
• Forms of Property Ownership
• Family Mission Statement
• Guardianship
• Planning of Incapacity
• An Overview of Probate
• Will Planning

• Retirement Income Options
• Individual Pension Plans
• Early Retirement Options
• Canada Pension Plan (CPP) Strategies
• Canada Pension Plan (CPP) - Sharing Benefits
• Creditor Protection for Registered Plans
• New RRSP/RRIF Investment Rules - 2011
• RRSP Reference Guide
• Pension Unlocking

• Alter Ego Trusts and Joint Partners Trusts
• Alter Ego Trusts (Short Article)
• Henson Trusts
• 'In-Trust-For' Accounts
• Inter Vivos Family Trusts
• Introduction to Trusts
• Spousal Trusts
• Taxation of a Trust
• Testamentary Trusts

• Capital Gains Exemption
• Holding Companies
• Professional Incorporation
• Sale of a Business
• Shareholders' Agreements

• Guide to Charitable Giving
• Charitable Giving - Private Foundations
• Donations of Publicly Listed Securities
• Private Foundations - Excess Corporate Holdings Regime